Add text boxes, shapes, and buttons

Add text boxes, shapes, and buttons to customize your reports. These items can include links and actions.

Prerequisites

  • You have the Insights > Create/edit report permission.

Page location

WFM > Insights

Procedures

Add text boxes

  1. Open a report in edit mode.
  2. Click any blank area on the report canvas and select Text box in the Report panel.
  3. Enter the text in the text box and, optionally, format font, color, and text alignment.
  4. To change the position of the text box, select the gray area at the top and move it.
  5. To resize the text box, select and drag any of the outline handles.
  6. Click Save.

  7. Follow these steps to add a hyperlink to the text.

    1. Select the text in the text box.
    2. Click the Hyperlink icon (two ovals) in the upper right corner of the Text box menu.
    3. Enter or paste the URL in the hyperlink field, and select Done.
    4. Save the report and test the link from the report view mode.

Add shapes

  1. Click anywhere on the report canvas and select Shapes from the Report panel.

  2. Select a shape from the drop-down menu to add it to your report canvas.

    EXAMPLE   Add an arrow to direct attention to a result with the highest total variance.

  3. Customize your shape in the Format shape panel.

    EXAMPLE   Rotate the red arrow you added 90 degrees.

  4. To change the position of the shape, select the gray area at the top and move it.
  5. To resize the shape, select and drag any of the outline handles.
  6. Click Save.

Add buttons

Add buttons with in-built actions such as “Back to previous page”, bookmarks, or a web URL.

  1. Click anywhere on the report canvas and select Buttons from the Report panel.
  2. Select the type of button to work with.
  3. In the Visualizations panel, format the button and turn on the control. For example, use it as an action to go back, to bookmark, or go to a web page.
  4. Click Save.
  5. Test the action from the report view mode.

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